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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,180 | $135,956-87.4% | $123,894-86.1% | $273,972-93.7% |
| Participation rate | 15.4% | 84.1%-68.7pp | 81.4%-66.0pp | 83.0%-67.6pp |
| Annual return | 1.23% | 56.63%-55.4pp | 47.52%-46.3pp | 41.46%-40.2pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $377 | $9,817-96.2% | $8,357-95.5% | $10,133-96.3% |